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Kevin Aaron Bostic

Clearview Financial

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About Kevin Aaron Bostic

Kevin Bostic is a financial advisor currently affiliated with Clearview Financial. Kevin has been in the industry since 2006 and has experience in various areas including financial planning, retirement planning, and portfolio management. Kevin has a strong history with the financial services industry, working with both individuals and high-net-worth clients. Kevin is licensed in North Carolina, Texas, and Virginia. Kevin is also a Series 66, Series 7, Series 9 and Series 24 holder.

Firm Information

Kevin Bostic is currently registered with Clearview Financial. Clearview Financial is a registered investment advisor with $90,304,731 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and retirement plan consulting services. They serve high-net-worth individuals and other individuals, with a total of 307 accounts under management.

$90.30M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan consulting

Retirement plan consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Bostic’s Registration & Firm History

VA

02/12/2016 - Present

Clearview Financial (RICHMOND VA)

VA

06/10/2015 - 02/08/2016

NYLIFE SECURITIES LLC (GLEN ALLEN VA)

VA

10/02/2014 - 06/02/2015

WELLS FARGO ADVISORS, LLC (RICHMOND VA)

VA

10/07/2011 - 02/26/2013

LPL FINANCIAL LLC (GLEN ALLEN VA)

VA

12/17/2007 - 10/10/2011

WELLS FARGO ADVISORS, LLC (RICHMOND VA)

MO

10/02/2006 - 01/10/2008

FIRST CLEARING, LLC (ST. LOUIS MO)

VA

03/07/2006 - 10/03/2006

WACHOVIA SECURITIES, LLC (GLEN ALLEN VA)

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Licenses & Designations

BOTH

Issued 01/15/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/16/2011

Series 24 - General Securities Principal Examination

BC

Issued 09/28/2007

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Aaron Bostic.
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